Komori
Zensho Holdings (7550) · InitiativeRestated

Price Revision for Core Products in Response to Global Inflation

First written in FY2022-Q3. 1 of 5 entries say "Dropped", first in FY2023-Q1. Latest entry: FY2026.

5entries
5years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2022-Q3 – FY2023-Q1AdvancedFY2023ReframedFY2026-H12022: 220222023: 120232024: 020242025: 120252026: 12026
Same theme, other companies
Product and menu price revisions in response to fluctuations in food raw material and related costsA theme 35 companies write about · 13 as a headwind · 23 as a tailwind

The whole theme swung hardest in 2020: 2 of 6 companies on the "Worse" side.

9 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 35 companies compared. The sentences above are computed from all 35.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「The price of gyudon was reduced so that more customers could enjoy Sukiya’s gyudon at a more affordable price.」

    A pricing initiative to reduce the price of the core gyudon product amid high prices is presented as a full-year business initiative.
  2. FY2026-H1ReframedAnnual report

    「The price of gyudon was reduced so that more customers could enjoy Sukiya’s gyudon at a more affordable price.」

    The description has changed from price revisions and price maintenance in response to inflation to an initiative to reduce the price of the core gyudon product.
  3. FY2023AdvancedAnnual report

    「Amid rising costs of various kinds, prices for some products were revised on 22 February 2023, while the price of the regular serving of gyudon, a core product, was held unchanged through the company’s own efforts.」

    Following the price revision in the previous year, prices for some products were revised on 22 February 2023, while the price of a regular serving of gyudon was held unchanged.
  4. FY2023-Q1DroppedAnnual report

    「The Sukiya gyudon chain actively introduced new and seasonal products, including Spicy Tomato Gyudon (regular ¥650) and Garlic Sprout Gyudon (regular ¥550).」

    The price revision for core products on 23 December 2021 described previously was not repeated in this filing, which instead describes the introduction of new and seasonal products.
  5. FY2022-Q3First statedAnnual report

    「In light of the recent global inflationary trend, prices for the core product, gyudon, were revised on 23 December 2021, including a price of ¥400 for a regular serving.」

    The price revision for the core product gyudon implemented on 23 December 2021 in response to the global inflationary trend was described for the first time as a standalone initiative.
Moved together

"Expanding the scale of operations through aggressive store openings" moved the same way as this thread, in the same document, in 2 of its 5 moves.

2★1
  1. ★This thread
  2. 1Expanding the scale of operations through aggressive store openings2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Zensho Holdings yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.